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Graham Corp
GHM

75 hedge funds and large institutions have $104M invested in Graham Corp in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 35 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 81 → 75 (-6)

8% less capital invested

Capital invested by funds: $113M → $104M (-$8.68M)

8.92% less ownership

Funds ownership: 75.7% → 66.78% (-8.9%)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

60% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 35

100% less call options, than puts

Call options by funds: $1K | Put options by funds: $440K

Holders
75
Holders Change
-6
Holders Change %
-7.41%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
14
Reduced
35
Closed
18
Calls
$1K
Puts
$440K
Net Calls
-$439K
Net Calls Change
-$364K

Top Buyers

1
BIP
Brandes Investment Partners
California
+$2.71M
2
Millennium Management
Millennium Management
New York
+$2.24M
3
OCM
Olstein Capital Management
New York
+$1.62M
4
Franklin Resources
Franklin Resources
California
+$1.5M
5
ICM
Invenomic Capital Management
Massachusetts
+$1.21M

Top Sellers

1
BlackRock
BlackRock
New York
-$7.59M
2
KCM
Kennedy Capital Management
Missouri
-$2.64M
3
State Street
State Street
Massachusetts
-$1.73M
4
Northern Trust
Northern Trust
Illinois
-$1.03M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$963K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
Ancora Advisors
Ohio
$700K +$109K +7,692 +18%
Boston Partners
27
Boston Partners
Massachusetts
$672K -$14.8K -1,044 -2%
NSIM
28
North Star Investment Management
Illinois
$669K – – –
PCM
29
Perritt Capital Management
Illinois
$619K – – –
Charles Schwab
30
Charles Schwab
California
$604K -$329K -23,143 -35%
TA
31
Teton Advisors
New York
$550K +$56.8K +4,000 +11%
MC
32
Moors & Cabot
Massachusetts
$509K +$167K +11,743 +46%
Northern Trust
33
Northern Trust
Illinois
$477K -$1.03M -72,503 -68%
State Street
34
State Street
Massachusetts
$474K -$1.73M -121,678 -78%
SFI
35
Susquehanna Fundamental Investments
Pennsylvania
$464K +$478K +33,700 New
GWI
36
Grace & White Inc
New York
$414K – – –
HF
37
HRT Financial
New York
$388K +$400K +28,200 New
ACM
38
American Capital Management
New York
$383K +$125K +8,800 +46%
Citadel Advisors
39
Citadel Advisors
Florida
$365K -$50.2K -3,535 -12%
WA
40
WealthTrust Axiom
Pennsylvania
$348K +$359K +25,309 New
TEE
41
Tibra Equities Europe
United Kingdom
$338K +$349K +24,600 New
E
42
Ergoteles
New York
$330K +$341K +24,000 New
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$327K -$84.6K -5,957 -20%
CHA
44
Cooper/Haims Advisors
New York
$322K – – –
PPA
45
Parametric Portfolio Associates
Washington
$299K -$230K -16,218 -43%
Arrowstreet Capital
46
Arrowstreet Capital
Massachusetts
$286K – – –
BCM
47
Bridgeway Capital Management
Texas
$271K -$82.3K -5,800 -23%
Wells Fargo
48
Wells Fargo
California
$257K -$46.3K -3,263 -15%
BAM
49
Belpointe Asset Management
Nevada
$241K +$248K +17,500 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$235K +$41K +2,886 +20%
1
2
3 4

GHM Hedge Fund Activity: Q2 2021 in Review

75 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Graham Corp (GHM) for Q2 2021, worth a combined $104M — down 7.7% from $113M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of GHM and 13 opened new positions — a net loss of 5 holders — while 35 trimmed existing stakes and 14 added.

The largest buyer was Brandes Investment Partners, adding an estimated $2.71M. The largest seller was BlackRock, cutting an estimated $7.59M.

  • 75 institutional investors held Graham Corp (GHM) as of Q2 2021, down from 81 in Q1 2021.
  • Funds reported $104M of Graham Corp stock for Q2 2021, down 7.7% quarter-over-quarter.
  • 13 funds opened new Graham Corp positions in Q2 2021 and 18 closed out, a net change of -5 holders.
  • The largest Graham Corp buyer in Q2 2021 was Brandes Investment Partners, an estimated $2.71M added.
  • The largest Graham Corp seller in Q2 2021 was BlackRock, an estimated $7.59M sold.

Based on aggregated 13F filings for Q2 2021.